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Money Moves
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More income is supposed to feel like safety—but for many business owners, it doesn’t. Instead of relief, it often brings more responsibility, pressure, and complexity. As revenue grows, so do decisions, risks, and expectations, and without strong financial systems in place, stress tends to grow alongside it. True financial safety doesn’t come from bigger numbers—it comes from predictability, clarity, and knowing exactly how to manage, protect, and use the money you’re making.
Money conflict isn’t about the numbers—it’s about safety, identity, and unmet needs. In this guide, you’ll learn a 5-stage framework to move out of fear and into grounded, confident financial conversations. Shift from avoidance and overreaction into clarity, leadership, and self-trust.
Running a business isn’t just creativity, clients, and cash. It’s also a revolving door of filings, payments, reconciliations, renewals, tax planning, reviews, and decisions. This is your annual business blueprint, so you can use the same strategies that successful CEOs use to stay profitable and prepared all year. TL;DR Annual Business Blueprint: The Quarterly Rhythm […]
Every year around tax season, I get the same question: “Can I pay my kids through my business? I heard it’s a tax write-off.” The answer isn’t as simple as yes or no. Like most things in tax and business strategy, the magic is in the method. When done correctly, you can pay your kids […]
It’s the season of giving and if you’re a business owner.It’s also the season of temptation. Revenue is up, your account balance looks healthy, and you’re ready to exhale after a long year. You might think, “We deserve a good Christmas this year.” And you do. But before you swipe the card, you need to […]
As a CPA who oftentimes works with early stage entrepreneurs, I’m regularly asked “how do trades and barters impact taxes for small business?” With costs rising and cash tighter than ever, many business owners are turning to barter and trades to get what they need. Bartering has existed since Mesopotamia, and while it can build […]
One of the most overlooked parts of running a business is getting the right insurance in place. Too many entrepreneurs are one accident, lawsuit, or tech mishap away from financial disaster—and don’t even realize it until it’s too late. Now let me be clear:I’m not a licensed insurance broker, and this post isn’t personalized advice. […]
Do you owe someone a 1099 form? If you’re asking yourself, “Do I need to send 1099 form?”, and you paid someone for services rendered, rent, or attorney fees – chances are you need to file some 1099s. And as a CPA, every year, I see the same thing:Business owners scrambling in January to figure […]
Let’s talk about something most entrepreneurs don’t want to admit: You’re great at making money…but your own paycheck is inconsistent at best. Some months you take a big draw.Other months you take nothing and hope things bounce back. And while your revenue might look strong on paper, your personal finances are holding on by a […]
Here’s a mistake I see way too often: You form your LLC, celebrate the win, and assume you’re good to go forever.Until you get a penalty notice… or worse, your LLC is dissolved by the state because you missed an annual filing. This is one of the most overlooked areas of compliance.And it’s exactly why […]
This calendar gives solopreneurs and small biz CEOs a monthly roadmap for compliance, money strategy, and financial self-trust.
Whether you're DIYing or managing a team, this high-value tool helps you:
✅ Hit every IRS and state filing on time
✅ Build CEO habits like money dates and pricing boundaries
✅ Stay calm, confident, and cash-savvy month after month
Get The FREE Financial Empowerment Calendar!
your Very own Pocket CFO™
Meet Megan
Your CFO & Wealth Partner
You don’t need to be perfect. You just need to keep showing up.
You’re the kind of woman who takes her power back—one financial decision at a time. And I’m cheering you on every step of the way.
I’ve been a CPA for nearly 20 years with a broad range of experiences ranging from working with small businesses to Fortune 50 to adjunct college instruction. I am an avid real estate investor, and have made over $400K online using various business models. My goal is to assist 25 female founders reach seven figure status within 4 years, and make the industry's best kept secrets accessible to all.
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